Guidingpoint Financial Group

We’ve been in business a long time, and over time, we have developed a process for working with our clients that puts them in the best position to succeed.

The first step of that process is asking the right questions to get a picture of your financial situation and where you are today.

The second is understanding what your goals are for the future.

The third step provides an honest assessment of how attainable those goals are. Which goals are most realistic? Which are your priorities?

The fourth step is to explore what actions we need to take to get there.

Then finally, we have a conversation about how comfortable you are with these actions. Are they things that you think you can do? How can we help you stay on track? We’ll build on this conversation and every check-in. Having a tried-and-true formula like this provides a firm foundation so you know what to expect and can feel confident that we are being thorough.


Advisors

Darrell Douglas

Darrell Douglas

Private Wealth Advisor

Visit Darrell Douglas's website
Susan Babina

Susan Babina

Financial Advisor

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Julie W Terry

Julie W Terry

Private Wealth Advisor

Visit Julie W Terry's website
Michael Lowell Turner

Michael Lowell Turner

Financial Advisor

Visit Michael Lowell Turner's website
Bud Milligan

Bud Milligan

Financial Advisor

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Andrew Tillett

Andrew Tillett

Financial Advisor

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Marisa Simonetti

Marisa Simonetti

Financial Advisor

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Lee Elander

Lee Elander

Financial Advisor

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Greg Lemon

Greg Lemon

Financial Advisor

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Chris Brown

Chris Brown

Financial Advisor

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Terry Rogers

Terry Rogers

Financial Consultant

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Bruce Patteson

Financial Advisor

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Team

Jason DouBrava

Jason DouBrava

Office Manager

Judy Bennett

Judy Bennett

Client Relationship Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Angela Moon

Angela Moon

Client Service Specialist

Britteney Goodman

Britteney Goodman

Business Development Director,

Marketing Manager
Kimberly Tatum-Davis

Kimberly Tatum-Davis

Client Service Manager

Diana Acosta

Diana Acosta

Client Relationship Manager